Steward grew from a doc look-up tool into a cockpit. It now reasons through judgment calls, tracks your sales numbers, and shows owners exactly what each role can see.
Shipped this week
- Sales Scorecard, live inside Steward - leads, set rate, estimates, sales, average job, close rate and job count, per person and as a company roll-up, with editable weekly goals. Built to replace the hand-made Monday / Wednesday / Friday infographics. It starts filling in automatically once the DripJobs pipeline is wired into it (this week), so if you open it now and it looks light, that is expected.
- Steward reasons through situations, not just SOPs - a judgment question that no SOP covers (a sub no-show, an upset customer, weather) gets reasoned from your decision principles and framed as judgment with who to escalate to, instead of dead-ending. When a procedure genuinely is not documented, it says so rather than inventing steps.
- New Questions tab (owners) - real "what would you do" situations you can tap through. Your answers teach Steward to handle those calls the way you two actually would - the fastest way to get what is in your heads into the system.
- "View as" for owners - switch Steward into any role's view and see exactly what that person sees. This directly answers the compensation-visibility question from before.
- Invoice Reporting added to the Workbooks tab (owners) - your Invoice Reporting sheet (157 rows) now sits next to Sales Tracking and Production Costing as clean, read-only values.
- Steward greets you by name and is aware of your role, and conversations now title and tidy themselves.
Need from you to keep momentum
- Both of you: open the Questions tab and tap through the situations - five minutes each. Every answer makes Steward sharper at the judgment calls your crew actually asks about.
- Mitchell: the 20-30 minute role brain-dump whenever you can grab a drive. That is the one thing gating your role doc, which is the Month 1 sign-off.
- Nicole: a couple of minutes on how check payments get handled. Steward flagged it is not documented yet (it said so instead of guessing), and I want to capture it from you.
Coming next week (Jun 22 - 26)
- Wire the DripJobs pipeline into the Scorecard so it tracks your numbers live.
- AI pre-screen MVP, once the rubric is signed off.
- Mitchell role doc drafted from the brain-dump - targeting the Month 1 sign-off.
Steward went from live to in daily use. Feedback, subcontractor onboarding, and the first read-only workbook mirror all shipped on top of the co-pilot.
Shipped this week
- Feedback on every answer - a thumbs up/down and an optional note on each reply, so when Steward gets something wrong your correction is captured and steers how it improves.
- Subcontractor onboarding module - a curriculum view plus per-sub checklist tracking, so a new crew can be walked through onboarding without it living in your heads.
- Workbooks tab (owners only) - a read-only mirror of Sales Tracking (1,237 rows) and Production Costing (400 rows) right inside Steward, shown as clean values. First step toward one system of record you can trust.
- Compensation and HR documents are now locked to owner-only access across the whole library.
- Steward moved onto its own dedicated service for reliability, and login is fixed across both your Equipped email domains.
Need from you to keep momentum
- Mitchell + Nicole: the AI subcontractor pre-screen rubric is drafted and coming by email - 10 quick questions to confirm so we can build it.
- Mitchell: 20-30 minutes for the checklist brain-dump and your role doc, whenever you can grab it. That unblocks the role definition and the corpus gaps.
Coming next week (Jun 15 - 19)
- AI pre-screen MVP, once the rubric is signed off.
- Extend the workbook mirror to the remaining tabs (Commission Tracker, Invoice Reporting, Scorecard).
- Mitchell role doc, drafted from the brain-dump.
Steward Co-pilot LIVE. Originally a Week 5 Phase 02 deliverable, shipped in Week 1 instead.
Shipped this week
- Steward at steward-equipped.lonelypine.ai - your Equipped Google login works. Replaces the 7 GPTs with one role-aware co-pilot grounded in every SOP, role doc, checklist, script, and process doc on file.
- 4 tools live: doc search, doc fetch (full text), email drafting, web search for paint and contractor topics.
- The Equipped Production Process 2026 was cleaned to remove former-PM references per Nicole's Jun 1 flag.
- Soft Amber dark theme with orange accents to match the office aesthetic decision from the Jun 1 call.
- Citations are clickable - click any source in the right panel and the original opens in a new tab.
Need from you to keep momentum
- Mitchell: brain-dump the pre-job walk-through, interior job start, job-in-progress, and final inspection checklists. They don't exist as standalone docs in the corpus right now - they live in your head. Voice memo on a drive works.
- Nicole + Mitchell: kick the tires on Steward this week. Real questions you'd ask one of the old GPTs. Three feedback buckets: what's good, what's missing, what's wrong.
Coming next week (Jun 8 - 12)
- Sub onboarding module starts.
- Steward embedded inside this dashboard as a Quinn-style tab (deploy held until the rest of the workshop-tool is ready).
- Mitchell brain-dump intake pipeline so transcripts feed Steward automatically.
- Phase 02 calendar re-flow - Steward landing 4 weeks early opens room to pull Phase 3 items forward.
